MFS

Monetta Financial Services Portfolio holdings

AUM $138M
1-Year Est. Return 47.69%
This Quarter Est. Return
1 Year Est. Return
+47.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.24M
3
+$2.24M
4
MDT icon
Medtronic
MDT
+$2.18M
5
LH icon
Labcorp
LH
+$2.14M

Top Sells

1
+$5.2M
2
+$4.88M
3
+$3.99M
4
AAPL icon
Apple
AAPL
+$3.67M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$3.43M

Sector Composition

1 Healthcare 12.58%
2 Financials 10.36%
3 Communication Services 9.26%
4 Technology 8.3%
5 Consumer Discretionary 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.6M 8.85%
80,000
2
$16.5M 8.79%
80,000
3
$7.47M 3.97%
240,000
-118,000
4
$7.34M 3.91%
70,000
5
$7.24M 3.85%
76,000
6
$7.22M 3.84%
69,000
7
$7.04M 3.75%
852,000
8
$7M 3.73%
37,000
9
$6.95M 3.7%
83,000
10
$3.77M 2%
85,000
-10,000
11
$3.7M 1.97%
45,000
12
$3.61M 1.92%
35,000
13
$3.4M 1.81%
22,000
-6,000
14
$3.37M 1.79%
39,000
-6,000
15
$3.03M 1.61%
20,000
16
$3M 1.6%
60,000
-7,000
17
$2.92M 1.56%
120,000
+60,000
18
$2.84M 1.51%
25,000
+5,000
19
$2.67M 1.42%
+18,500
20
$2.53M 1.35%
42,000
-8,000
21
$2.5M 1.33%
90,247
-144,395
22
$2.42M 1.29%
40,000
-15,000
23
$2.24M 1.19%
+21,000
24
$2.24M 1.19%
+24,500
25
$2.18M 1.16%
+28,000
1
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